Thomas J. Herzfeld Advisors, Inc. Diversified Active

CIK: 0001509510 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 16, 2021

Total Value ($000): $214,268 (100.0% shares, 0.0% debt)

Holdings (298)

Highland Floating Rate Opportunities Fund 10.2%
Value ($000) $21,925 Shares 2,132,827 Est. Cost $10.97 Unrealized
NXDT NexPoint Credit Strategies Fund 9.9%
Value ($000) $21,234 Shares 2,018,397 Est. Cost $16.10 Unrealized
Eaton Vance Limited Duration Income Fund 4.2%
Value ($000) $8,943 Shares 713,715 Est. Cost $12.53 Unrealized
PGIM Global Short Duration High Yield Fund, Inc. 3.4%
Value ($000) $7,272 Shares 500,482 Est. Cost $13.32 Unrealized
PGIM Short Duration High Yield Fund, Inc. 3.1%
Value ($000) $6,590 Shares 439,329 Est. Cost $13.90 Unrealized
MTZ MasTec Inc 2.8%
Value ($000) $6,068 Shares 89,007 Est. Cost $56.09 Unrealized 0.0%
Nuveen Credit Strategies Income Fund 2.6%
Value ($000) $5,639 Shares 890,783 Est. Cost $7.78 Unrealized
Central Securities Corp 2.5%
Value ($000) $5,455 Shares 167,113 Est. Cost $24.19 Unrealized
Aberdeen Asia Pacific In Com 2.5%
Value ($000) $5,278 Shares 1,186,090 Est. Cost $3.97 Unrealized
Boulder Growth & Income Fund Inc 2.3%
Value ($000) $4,850 Shares 435,346 Est. Cost $8.89 Unrealized
Apollo Tactical Income Fund Inc 2.0%
Value ($000) $4,254 Shares 293,759 Est. Cost $15.39 Unrealized
PIMCO Dynamic Credit and Mortgage Income Fund 1.8%
Value ($000) $3,859 Shares 182,024 Est. Cost $19.26 Unrealized
Aberdeen Total Dynamic Dividend Fund 1.6%
Value ($000) $3,457 Shares 390,635 Est. Cost $8.84 Unrealized
BlackRock Science and Technology Trust II 1.5%
Value ($000) $3,275 Shares 90,012 Est. Cost $25.98 Unrealized
Adams Diversified Equity Fund Inc 1.5%
Value ($000) $3,169 Shares 183,285 Est. Cost $13.35 Unrealized
BPOP Popular Inc 1.5%
Value ($000) $3,111 Shares 55,230 Est. Cost $40.89 Unrealized 0.0%
Cornerstone Strategic Value Fund Inc 1.4%
Value ($000) $3,032 Shares 258,526 Est. Cost $11.10 Unrealized
AllianzGI Artificial Intelligence Opp Fund 1.4%
Value ($000) $2,935 Shares 111,312 Est. Cost $19.12 Unrealized
CCIF Vertical Capital Income Fund 1.3%
Value ($000) $2,810 Shares 285,596 Est. Cost $9.26 Unrealized
General American Investors Co Inc 1.3%
Value ($000) $2,773 Shares 74,560 Est. Cost $34.08 Unrealized
FBP First BanCorp/Puerto Rico 1.2%
Value ($000) $2,669 Shares 289,477 Est. Cost $6.49 Unrealized 0.0%
RCL Royal Caribbean Cruises Ltd 1.2%
Value ($000) $2,623 Shares 35,120 Est. Cost $68.51 Unrealized 0.0%
PIMCO Enrgy Tactical Cr Opp 1.2%
Value ($000) $2,570 Shares 318,096 Est. Cost $8.08 Unrealized
Nuveen Real Asset Income and Growth Fund 1.2%
Value ($000) $2,508 Shares 186,323 Est. Cost $13.46 Unrealized
The Herzfeld Caribbean Basin Fund Inc 1.1%
Value ($000) $2,425 Shares 474,494 Est. Cost $7.53 Unrealized
Western Asset/Claymore Inflation-Linked Opportunities & Income Fund 1.1%
Value ($000) $2,272 Shares 183,095 Est. Cost $11.31 Unrealized
NCLH Norwegian Cruise Line Holdings Ltd 1.0%
Value ($000) $2,205 Shares 86,717 Est. Cost $20.86 Unrealized 0.0%
BlackRock Enhanced International Dividend Trust 1.0%
Value ($000) $2,185 Shares 372,212 Est. Cost $5.89 Unrealized
NEE NextEra Energy Inc 0.9%
Value ($000) $1,870 Shares 24,236 Est. Cost $57.13 Unrealized +14.9%
Invesco Dynamic Credit Opportunities Fund 0.9%
Value ($000) $1,861 Shares 173,232 Est. Cost $8.75 Unrealized
XAWPX Aberdeen Global Premier Properties Fund 0.9%
Value ($000) $1,839 Shares 349,655 Est. Cost $6.41 Unrealized
Kayne Anderson Energy Infrst 0.8%
Value ($000) $1,801 Shares 313,222 Est. Cost $5.75 Unrealized
Western Asset Mortgage Opp Fund Inc. 0.8%
Value ($000) $1,685 Shares 118,816 Est. Cost $13.66 Unrealized
PIMCO High Income Fund 0.8%
Value ($000) $1,679 Shares 277,513 Est. Cost $5.45 Unrealized
BrandywineGLOBAL - Global Income Opportunities Fund Inc. 0.7%
Value ($000) $1,598 Shares 127,976 Est. Cost $11.81 Unrealized
RMR Real Estate Income Fund 0.7%
Value ($000) $1,573 Shares 148,939 Est. Cost $19.46 Unrealized
PGT Innovations Inc 0.7%
Value ($000) $1,569 Shares 77,117 Est. Cost $20.35 Unrealized
First Trust High Income Long/Short Fund 0.7%
Value ($000) $1,568 Shares 106,139 Est. Cost $14.61 Unrealized
CPA Copa Holdings SA 0.7%
Value ($000) $1,564 Shares 20,250 Est. Cost $56.74 Unrealized 0.0%
Nuveen Mortgage and Income Fund 0.7%
Value ($000) $1,530 Shares 77,384 Est. Cost $19.11 Unrealized
Cornerstone Total Rtrn Fd In 0.7%
Value ($000) $1,511 Shares 132,550 Est. Cost $11.12 Unrealized
NFE New Fortress Energy Inc 0.7%
Value ($000) $1,497 Shares 27,943 Est. Cost $45.79 Unrealized 0.0%
MFS Multimarket Income Tr 0.6%
Value ($000) $1,363 Shares 223,008 Est. Cost $5.72 Unrealized
Aberdeen Global Dynamic Dividend Fund 0.6%
Value ($000) $1,271 Shares 121,706 Est. Cost $10.31 Unrealized
Eaton Vance Flting Rate Inc 0.6%
Value ($000) $1,189 Shares 90,316 Est. Cost $13.16 Unrealized
Eaton Vance Short Duration Diversified Income Fund 0.5%
Value ($000) $1,149 Shares 93,001 Est. Cost $12.35 Unrealized
CX Cemex SAB de CV 0.5%
Value ($000) $1,141 Shares 220,645 Est. Cost $5.17 Unrealized
FMX Fomento Economico Mexicano SAB de CV 0.5%
Value ($000) $1,107 Shares 14,610 Est. Cost $75.77 Unrealized
ASR Grupo Aeroportuario del Sureste SAB de CV 0.5%
Value ($000) $1,089 Shares 6,600 Est. Cost $165.00 Unrealized
LEN Lennar Corp 0.5%
Value ($000) $1,029 Shares 13,500 Est. Cost $69.65 Unrealized 0.0%
IHI iShares U.S. Medical Devices ETF 0.5%
Value ($000) $1,006 Shares 3,075 Est. Cost $254.86 Unrealized
BIL SPDR Ser Tr 0.5%
Value ($000) $999 Shares 10,919 Est. Cost $91.49 Unrealized
BlackRock Health Sciences Trust II 0.5%
Value ($000) $966 Shares 33,722 Est. Cost $22.91 Unrealized
Bancolombia SA 0.4%
Value ($000) $935 Shares 23,280 Est. Cost $40.16 Unrealized
Neuberger Berman MLP Income Fund Inc 0.4%
Value ($000) $934 Shares 277,187 Est. Cost $3.37 Unrealized
VAC Marriott Vacations Worldwide Corp 0.4%
Value ($000) $926 Shares 6,745 Est. Cost $117.91 Unrealized 0.0%
Eaton Vance Fltg Rate Incom 0.4%
Value ($000) $892 Shares 57,344 Est. Cost $15.56 Unrealized
ProShares UltraShort S&P50 0.4%
Value ($000) $879 Shares 70,930 Est. Cost $17.20 Unrealized
MLM Martin Marietta Materials Inc 0.4%
Value ($000) $852 Shares 3,000 Est. Cost $257.79 Unrealized 0.0%
XMPT Vaneck Vectors ETF Tr 0.4%
Value ($000) $851 Shares 29,864 Est. Cost $28.50 Unrealized
Nuveen Tax-Advanteaged Divid 0.4%
Value ($000) $846 Shares 59,524 Est. Cost $14.21 Unrealized
IBB iShares Nasdaq Biotechnology ETF 0.4%
Value ($000) $841 Shares 5,550 Est. Cost $109.19 Unrealized
PCEF Invesco Exch Traded Fd Tr II 0.4%
Value ($000) $816 Shares 36,377 Est. Cost $22.43 Unrealized
MFS Inter Income Tr 0.4%
Value ($000) $791 Shares 207,600 Est. Cost $3.73 Unrealized
AllianceBernstern Global High Income Fund 0.4%
Value ($000) $783 Shares 66,490 Est. Cost $9.40 Unrealized
XPMAX Pioneer Municipal High Income Advantage Trust 0.4%
Value ($000) $767 Shares 65,830 Est. Cost $10.35 Unrealized
OCCI OFS Credit Company Inc 0.4%
Value ($000) $767 Shares 61,519 Est. Cost $12.67 Unrealized
Rivernorth Opportunistic Mun 0.4%
Value ($000) $766 Shares 35,693 Est. Cost $21.12 Unrealized
XBFZX BlackRock Calif Mun Income 0.4%
Value ($000) $756 Shares 53,112 Est. Cost $12.87 Unrealized
VMC Vulcan Materials Co 0.3%
Value ($000) $742 Shares 5,000 Est. Cost $136.81 Unrealized 0.0%
Salient Midstream & MLP Fd 0.3%
Value ($000) $711 Shares 166,513 Est. Cost $4.27 Unrealized
CWCO Consolidated Water Co Ltd 0.3%
Value ($000) $709 Shares 58,877 Est. Cost $9.99 Unrealized 0.0%
Tortoise Energy Infra Corp 0.3%
Value ($000) $701 Shares 34,866 Est. Cost $20.11 Unrealized
ESRT Empire State Realty Trust Inc 0.3%
Value ($000) $689 Shares 73,894 Est. Cost $17.14 Unrealized
First Tr Inter Dur Pfd & In 0.3%
Value ($000) $668 Shares 27,785 Est. Cost $18.18 Unrealized
EVTC EVERTEC Inc 0.3%
Value ($000) $667 Shares 16,956 Est. Cost $36.21 Unrealized 0.0%
SHY Ishares Tr 13 Yr 0.3%
Value ($000) $646 Shares 7,481 Est. Cost $84.12 Unrealized
MFS Investment Grade Municipal Trust 0.3%
Value ($000) $583 Shares 59,454 Est. Cost $9.30 Unrealized
Nuveen Fltng Rte Incm Opp Fd 0.3%
Value ($000) $582 Shares 67,181 Est. Cost $8.66 Unrealized
Kayne Anderson NextGen Enrgy 0.3%
Value ($000) $564 Shares 98,109 Est. Cost $5.75 Unrealized
CCL Carnival Corp 0.3%
Value ($000) $554 Shares 25,559 Est. Cost $17.78 Unrealized 0.0%
LIVN LivaNova PLC 0.3%
Value ($000) $552 Shares 8,330 Est. Cost $60.69 Unrealized -8.4%
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 0.3%
Value ($000) $551 Shares 5,400 Est. Cost $101.61 Unrealized
SEB Seaboard Corp 0.2%
Value ($000) $415 Shares 137 Est. Cost $3214.42 Unrealized 0.0%
Clearbridge ML And Midstrm 0.2%
Value ($000) $395 Shares 23,517 Est. Cost $16.80 Unrealized
SSSS Sutter Rock Cap Corp 0.2%
Value ($000) $367 Shares 28,000 Est. Cost $8.88 Unrealized +17.9%
Western Asset/Claymore Inflation-Linked Securities & Income Fund 0.2%
Value ($000) $348 Shares 25,486 Est. Cost $11.60 Unrealized
Western Assest Intm Muni Fd 0.2%
Value ($000) $338 Shares 36,762 Est. Cost $9.00 Unrealized
Eaton Vance New York Mun Inc 0.1%
Value ($000) $302 Shares 21,575 Est. Cost $14.00 Unrealized
XMHIX Pioneer Municipal High Income Trust 0.1%
Value ($000) $288 Shares 23,122 Est. Cost $11.48 Unrealized
Pimco New York Municipal Income Fund II 0.1%
Value ($000) $283 Shares 26,007 Est. Cost $10.91 Unrealized
Deutsche Municipal Income Trust 0.1%
Value ($000) $275 Shares 23,630 Est. Cost $11.53 Unrealized
XENWX Eaton Vance New York Mun Bd 0.1%
Value ($000) $257 Shares 20,893 Est. Cost $12.30 Unrealized
Nuveen Ohio Qlty Mun Income 0.1%
Value ($000) $254 Shares 16,206 Est. Cost $14.78 Unrealized
GLD SPDR Gold Tr 0.1%
Value ($000) $249 Shares 1,398 Est. Cost $178.11 Unrealized
MRK Merck & Co Inc 0.1%
Value ($000) $230 Shares 2,807 Est. Cost $45.06 Unrealized +43.9%
PIMCO Strategic Income Fd 0.1%
Value ($000) $216 Shares 31,181 Est. Cost $6.30 Unrealized
Rivernorth Managed Duration Municipal Income Fund Inc. 0.1%
Value ($000) $206 Shares 11,599 Est. Cost $19.21 Unrealized
XMUIX BlackRock Muni Intermediate Duration Fund Inc 0.1%
Value ($000) $198 Shares 13,284 Est. Cost $13.44 Unrealized
Western Asset Mun Hi Incm Fd 0.1%
Value ($000) $196 Shares 26,131 Est. Cost $7.28 Unrealized
Nuveen Quality Municipal Income Fund 0.1%
Value ($000) $186 Shares 12,102 Est. Cost $13.83 Unrealized
AllianceBernstein National Municipal Income Fund Inc 0.1%
Value ($000) $182 Shares 12,615 Est. Cost $13.05 Unrealized
BlackRock Munihldngs Cali QL 0.1%
Value ($000) $174 Shares 11,572 Est. Cost $12.77 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $165 Shares 717 Est. Cost $117.19 Unrealized +67.5%
America Movil SAB de CV 0.1%
Value ($000) $159 Shares 10,948 Est. Cost $21.75 Unrealized
CEF Sprott Physical Gold and Silver Trust 0.1%
Value ($000) $155 Shares 8,000 Est. Cost $13.25 Unrealized
TV Grupo Televisa SAB 0.1%
Value ($000) $155 Shares 18,854 Est. Cost $8.22 Unrealized
XVMMX Delaware Investments Minnesota Municipal Income Fund II Inc 0.1%
Value ($000) $147 Shares 11,218 Est. Cost $12.97 Unrealized
Rivernorth Doubleline Strate 0.1%
Value ($000) $136 Shares 9,511 Est. Cost $13.07 Unrealized
PIMCO Global StocksPLS Inc. 0.1%
Value ($000) $133 Shares 13,211 Est. Cost $10.17 Unrealized
Rivernorth Flexible Mun Income 0.1%
Value ($000) $126 Shares 5,750 Est. Cost $20.38 Unrealized
MFS Municipal Income Trust 0.1%
Value ($000) $122 Shares 18,322 Est. Cost $6.50 Unrealized
Tri-Continental Corp 0.1%
Value ($000) $118 Shares 4,014 Est. Cost $23.20 Unrealized
VTOL Bristow Group, Inc. 0.1%
Value ($000) $118 Shares 4,491 Est. Cost $24.39 Unrealized 0.0%
NVS Novartis AG 0.1%
Value ($000) $116 Shares 1,232 Est. Cost $88.65 Unrealized
ASA Gold and Precious Metals Ltd 0.1%
Value ($000) $110 Shares 5,031 Est. Cost $3.78 Unrealized
LLY Eli Lilly & Co 0.1%
Value ($000) $108 Shares 642 Est. Cost $74.56 Unrealized +89.6%
Eaton Vance Muni Income Trust 0.0%
Value ($000) $107 Shares 8,034 Est. Cost $12.19 Unrealized
DTF Tax-Free Income Inc 0.0%
Value ($000) $105 Shares 7,072 Est. Cost $14.35 Unrealized
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $105 Shares 1,700 Est. Cost $46.14 Unrealized +8.4%
Nuveen AMT-Free Quality Municipal Income Fund 0.0%
Value ($000) $99 Shares 6,528 Est. Cost $14.03 Unrealized
Center Coast Brkfld MLP Enrg 0.0%
Value ($000) $97 Shares 10,259 Est. Cost $9.46 Unrealized
Nuveen New Jersey Quality Municipal Income Fund 0.0%
Value ($000) $93 Shares 6,456 Est. Cost $13.93 Unrealized
QQQ Invesco QQQ Tr 0.0%
Value ($000) $85 Shares 270 Est. Cost $155.56 Unrealized
SVVC Firsthand Technology Value Fund, Inc. 0.0%
Value ($000) $85 Shares 19,078 Est. Cost $13.74 Unrealized -71.5%
SONY Sony Corp 0.0%
Value ($000) $85 Shares 842 Est. Cost $44.08 Unrealized
SPY SPDR S&P 500 ETF Tr 0.0%
Value ($000) $82 Shares 220 Est. Cost $250.00 Unrealized
BlackRock Debt Strategies Fund 0.0%
Value ($000) $82 Shares 7,820 Est. Cost $10.31 Unrealized
Nuveen Amt- Free Mun Value Fd 0.0%
Value ($000) $82 Shares 5,000 Est. Cost $15.60 Unrealized
UNH UnitedHealth Group Inc 0.0%
Value ($000) $79 Shares 225 Est. Cost $200.84 Unrealized +53.5%
Adams Natural Resources Fund Inc 0.0%
Value ($000) $78 Shares 6,882 Est. Cost $19.83 Unrealized
Fiduciary Claymore Engry Inf 0.0%
Value ($000) $75 Shares 12,995 Est. Cost $5.77 Unrealized
TAK Takeda Pharmaceutical Co Ltd 0.0%
Value ($000) $73 Shares 4,000 Est. Cost $16.84 Unrealized
Western Asset Municipal Partners Fund 0.0%
Value ($000) $68 Shares 4,522 Est. Cost $14.81 Unrealized
First Trust Aberdeen Global Opportunity Income Fund 0.0%
Value ($000) $67 Shares 6,387 Est. Cost $10.19 Unrealized
Blackstone / GSO Long-Short Credit Income Fund 0.0%
Value ($000) $64 Shares 4,748 Est. Cost $12.28 Unrealized
MDY SPDR S&P MidCap 400 ETF Tr 0.0%
Value ($000) $63 Shares 150 Est. Cost $300.00 Unrealized
XPZCX PIMCO California Municipal Income Fund III 0.0%
Value ($000) $62 Shares 6,088 Est. Cost $9.83 Unrealized
PYPL PayPal Holdings, Inc. 0.0%
Value ($000) $58 Shares 246 Est. Cost $108.56 Unrealized +90.4%
DWS Strategic Municipal Income Trust 0.0%
Value ($000) $57 Shares 5,000 Est. Cost $10.40 Unrealized
CNI Canadian National Railway Company 0.0%
Value ($000) $54 Shares 489 Est. Cost $91.43 Unrealized +7.1%
MA MasterCard, Inc. 0.0%
Value ($000) $51 Shares 142 Est. Cost $302.57 Unrealized +6.9%
Nuveen NASDAQ 100 Dynamic Overwrite Fund 0.0%
Value ($000) $49 Shares 1,878 Est. Cost $19.52 Unrealized
Nuveen Multi-Market Income Fund Inc 0.0%
Value ($000) $49 Shares 6,800 Est. Cost $6.85 Unrealized
VOD Vodafone Group plc ADR 0.0%
Value ($000) $48 Shares 2,884 Est. Cost $15.75 Unrealized
Royce Value Trust Inc 0.0%
Value ($000) $47 Shares 2,919 Est. Cost $14.74 Unrealized
Liberty All Star Growth Fund Inc 0.0%
Value ($000) $46 Shares 5,649 Est. Cost $5.56 Unrealized
Unilever PLC 0.0%
Value ($000) $45 Shares 738 Est. Cost $60.98 Unrealized
Inovio Pharmaceuticals Inc 0.0%
Value ($000) $44 Shares 5,000 Est. Cost $8.13 Unrealized
Velodyne Lidar Inc. 0.0%
Value ($000) $43 Shares 5,000 Est. Cost $2.60 Unrealized
CDNS Cadence Design Systems, Inc. 0.0%
Value ($000) $42 Shares 307 Est. Cost $99.79 Unrealized +17.5%
The GDL Fund 0.0%
Value ($000) $41 Shares 4,660 Est. Cost $9.96 Unrealized
USO United States Oil Fund LP 0.0%
Value ($000) $41 Shares 1,250 Est. Cost $28.80 Unrealized
Nuveen Core Equity Alpha Fund 0.0%
Value ($000) $40 Shares 2,869 Est. Cost $15.15 Unrealized
MDLZ Mondelez International, Inc. 0.0%
Value ($000) $39 Shares 670 Est. Cost $45.86 Unrealized +9.3%
Gabelli Equity Trust Inc 0.0%
Value ($000) $39 Shares 6,254 Est. Cost $6.23 Unrealized
RYAAY Ryanair Holdings plc ADR 0.0%
Value ($000) $37 Shares 339 Est. Cost $99.55 Unrealized
TSLA Tesla Inc 0.0%
Value ($000) $35 Shares 50 Est. Cost $105.27 Unrealized +62.1%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $35 Shares 518 Est. Cost $53.53 Unrealized +12.2%
Liberty All Star Equity Fund 0.0%
Value ($000) $34 Shares 4,880 Est. Cost $5.92 Unrealized
Roth CH Acquisition I Co 0.0%
Value ($000) $32 Shares 7,272 Est. Cost $4.40 Unrealized
MSFT Microsoft Corp 0.0%
Value ($000) $30 Shares 135 Est. Cost $75.43 Unrealized +173.1%
The Gabelli Dividend & Income Trust 0.0%
Value ($000) $28 Shares 1,303 Est. Cost $20.05 Unrealized
Nuveen Pfd & Income Opportun 0.0%
Value ($000) $27 Shares 2,790 Est. Cost $9.68 Unrealized
SE Sea Limited 0.0%
Value ($000) $27 Shares 138 Est. Cost $12.74 Unrealized
JPM JPMorgan Chase & Co 0.0%
Value ($000) $24 Shares 188 Est. Cost $69.63 Unrealized +40.9%
Virgin Galactic Holdings, Inc. 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $12.89 Unrealized
INCY Incyte Corp 0.0%
Value ($000) $23 Shares 260 Est. Cost $54.31 Unrealized +59.3%
Karyopharm Therapeutics Inc 0.0%
Value ($000) $23 Shares 1,500 Est. Cost $31.87 Unrealized
Apex Technology Acquisition 0.0%
Value ($000) $23 Shares 1,500 Est. Cost $15.33 Unrealized
Rice Acquisition Corp 0.0%
Value ($000) $22 Shares 2,000 Est. Cost $11.00 Unrealized
Marvell Technology Group Ltd 0.0%
Value ($000) $22 Shares 471 Est. Cost $39.82 Unrealized
Trident Acquisitions Corp 0.0%
Value ($000) $21 Shares 9,291 Est. Cost $2.26 Unrealized
TSM Taiwan Semiconductor Manufacturing Company Limited 0.0%
Value ($000) $20 Shares 187 Est. Cost $46.08 Unrealized
AVGO Broadcom, Inc. 0.0%
Value ($000) $19 Shares 44 Est. Cost $24.99 Unrealized +39.4%
Finserv Acquisition Corp 0.0%
Value ($000) $18 Shares 1,408 Est. Cost $12.78 Unrealized
Skillz Inc 0.0%
Value ($000) $18 Shares 902 Est. Cost $19.96 Unrealized
BlackRock, Inc. 0.0%
Value ($000) $17 Shares 24 Est. Cost $583.33 Unrealized
AMZN Amazon Com Inc 0.0%
Value ($000) $16 Shares 5 Est. Cost $88.51 Unrealized +80.3%
HD The Home Depot Inc 0.0%
Value ($000) $16 Shares 61 Est. Cost $142.44 Unrealized +70.2%
TXN Texas Instruments, Inc 0.0%
Value ($000) $16 Shares 100 Est. Cost $99.52 Unrealized +35.3%
META Facebook, Inc. 0.0%
Value ($000) $15 Shares 54 Est. Cost $208.23 Unrealized +30.7%
Fisker Inc 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $15.00 Unrealized
Fisker Inc 0.0%
Value ($000) $15 Shares 3,000 Est. Cost $5.00 Unrealized
BlackRock Enhanced Equity Dividend Trust 0.0%
Value ($000) $15 Shares 1,747 Est. Cost $8.62 Unrealized
ASML ASML Holding N V 0.0%
Value ($000) $14 Shares 28 Est. Cost $176.13 Unrealized
Virtus Total Return Fund Inc. 0.0%
Value ($000) $14 Shares 1,540 Est. Cost $10.73 Unrealized
Golden Nugget Online Gamin 0.0%
Value ($000) $14 Shares 1,500 Est. Cost $9.33 Unrealized
HON Honeywell Intl, Inc. 0.0%
Value ($000) $14 Shares 64 Est. Cost $118.42 Unrealized +38.3%
PACK Ranpak Hldgs Corp 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $7.66 Unrealized +43.8%
PEP PepsiCo, Inc. 0.0%
Value ($000) $13 Shares 89 Est. Cost $91.56 Unrealized +32.4%
GOOG Alphabet, Inc. Cl C 0.0%
Value ($000) $12 Shares 7 Est. Cost $66.98 Unrealized +25.0%
APD Air products and Chemicals, Inc. 0.0%
Value ($000) $12 Shares 45 Est. Cost $182.28 Unrealized +35.8%
Redball Acquisition Corp 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $12.00 Unrealized
SBUX Starbucks Corp. 0.0%
Value ($000) $12 Shares 110 Est. Cost $66.33 Unrealized +28.4%
Whole Earth Brands, Inc. 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $7.00 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $11 Shares 70 Est. Cost $107.82 Unrealized +15.7%
The New Germany Fund Inc 0.0%
Value ($000) $11 Shares 586 Est. Cost $16.53 Unrealized
TFC Truist Financial Corp 0.0%
Value ($000) $11 Shares 221 Est. Cost $27.74 Unrealized +28.6%
CCI Crown Castle Intl Corp. 0.0%
Value ($000) $11 Shares 70 Est. Cost $125.06 Unrealized +2.2%
LMT Lockheed Martin Corp. 0.0%
Value ($000) $11 Shares 31 Est. Cost $323.73 Unrealized -1.5%
ABBV AbbVie, Inc. 0.0%
Value ($000) $11 Shares 99 Est. Cost $72.23 Unrealized +9.3%
TCW Strategic Income Fund Inc 0.0%
Value ($000) $11 Shares 2,000 Est. Cost $5.40 Unrealized
PAYX Paychex, Inc 0.0%
Value ($000) $10 Shares 102 Est. Cost $58.96 Unrealized +30.5%
CSCO Cisco Systems, Inc. 0.0%
Value ($000) $10 Shares 219 Est. Cost $40.12 Unrealized -12.1%
MCD McDonald's Corp 0.0%
Value ($000) $9 Shares 42 Est. Cost $104.77 Unrealized +84.4%
MDT Medtronic plc 0.0%
Value ($000) $9 Shares 73 Est. Cost $88.08 Unrealized +7.9%
ISRG Intuitive Surgical, Inc. 0.0%
Value ($000) $9 Shares 11 Est. Cost $179.26 Unrealized +38.5%
Whole Earth Brands Inc. 0.0%
Value ($000) $9 Shares 6,250 Est. Cost $0.96 Unrealized
ADP Automatic Data Processing, Inc. 0.0%
Value ($000) $9 Shares 51 Est. Cost $126.99 Unrealized +16.1%
ABT Abbott Laboratories 0.0%
Value ($000) $8 Shares 73 Est. Cost $81.94 Unrealized +21.1%
NFLX Netflix, Inc. 0.0%
Value ($000) $8 Shares 15 Est. Cost $42.56 Unrealized +19.1%
MRSH Marsh & McLennan Companies, Inc. 0.0%
Value ($000) $8 Shares 68 Est. Cost $93.00 Unrealized +13.2%
TMO Thermo Fisher Scientific, Inc. 0.0%
Value ($000) $7 Shares 15 Est. Cost $335.46 Unrealized +37.9%
WEC WEC Energy Group, Inc. 0.0%
Value ($000) $7 Shares 80 Est. Cost $75.08 Unrealized +9.3%
PNC The PNC Financial Services Group Inc 0.0%
Value ($000) $7 Shares 50 Est. Cost $85.95 Unrealized +23.9%
VZ Verizon Communications Inc 0.0%
Value ($000) $7 Shares 120 Est. Cost $33.97 Unrealized +29.5%
V Visa Inc 0.0%
Value ($000) $7 Shares 30 Est. Cost $81.90 Unrealized +140.8%
CVX Chevron Corp. 0.0%
Value ($000) $7 Shares 77 Est. Cost $69.83 Unrealized -6.9%
MELI MercadoLibre, Inc. 0.0%
Value ($000) $7 Shares 4 Est. Cost $749.93 Unrealized +88.0%
Rice Acquisition Corp 0.0%
Value ($000) $7 Shares 3,000 Est. Cost $2.33 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $7 Shares 55 Est. Cost $51.07 Unrealized +6.7%
ALC Alcon, Inc. 0.0%
Value ($000) $7 Shares 100 Est. Cost $57.87 Unrealized +6.6%
Aberdeen Emerging Markets Equity Inc. 0.0%
Value ($000) $6 Shares 768 Est. Cost $7.57 Unrealized
ITW Illinois Tool Works, Inc. 0.0%
Value ($000) $6 Shares 30 Est. Cost $142.90 Unrealized +26.7%
CMCSA Comcast Corp. Cl A Common Stock 0.0%
Value ($000) $6 Shares 114 Est. Cost $32.76 Unrealized +27.2%
NKE Nike, Inc. 0.0%
Value ($000) $6 Shares 43 Est. Cost $85.46 Unrealized +44.2%
The European Equity Fund Inc 0.0%
Value ($000) $6 Shares 617 Est. Cost $9.20 Unrealized
The New Ireland Fund Inc 0.0%
Value ($000) $6 Shares 605 Est. Cost $11.38 Unrealized
VALE Vale SA 0.0%
Value ($000) $6 Shares 378 Est. Cost $12.43 Unrealized
PG Procter & Gamble Co. (The) 0.0%
Value ($000) $6 Shares 43 Est. Cost $107.57 Unrealized +14.5%
SHOP Shopify, Inc. 0.0%
Value ($000) $6 Shares 5 Est. Cost $75.41 Unrealized +39.2%
PLD ProLogis, Inc. 0.0%
Value ($000) $6 Shares 64 Est. Cost $80.76 Unrealized +8.3%
SVXY ProShares Short VIX Short-Term Futures ETF 0.0%
Value ($000) $5 Shares 110 Est. Cost $57.38 Unrealized
XJEQX Aberdeen Japan Equity Fund Inc 0.0%
Value ($000) $5 Shares 561 Est. Cost $6.91 Unrealized
AZN AstraZeneca Group plc ADR 0.0%
Value ($000) $5 Shares 99 Est. Cost $51.12 Unrealized
BSX Boston Scientific Corp. 0.0%
Value ($000) $5 Shares 129 Est. Cost $36.31 Unrealized -0.7%
USB U.S. Bancorp 0.0%
Value ($000) $5 Shares 112 Est. Cost $27.85 Unrealized +21.6%
BTI British American Tobacco PLC 0.0%
Value ($000) $5 Shares 141 Est. Cost $35.05 Unrealized
Central and Eastern European Fund Inc 0.0%
Value ($000) $5 Shares 222 Est. Cost $29.15 Unrealized
CB Chubb Ltd 0.0%
Value ($000) $5 Shares 35 Est. Cost $103.18 Unrealized +26.1%
The India Fund Inc 0.0%
Value ($000) $4 Shares 215 Est. Cost $24.27 Unrealized
Templeton Emerging Markets Fund 0.0%
Value ($000) $4 Shares 238 Est. Cost $15.71 Unrealized
MCO Moody's Corp. 0.0%
Value ($000) $4 Shares 15 Est. Cost $242.42 Unrealized +10.5%
COST Costco Wholesale Corp. 0.0%
Value ($000) $4 Shares 11 Est. Cost $279.18 Unrealized +24.4%
KO Coca-Cola Co. (The) 0.0%
Value ($000) $4 Shares 68 Est. Cost $38.72 Unrealized +14.3%
The Mexico Fund, Inc. 0.0%
Value ($000) $4 Shares 309 Est. Cost $9.71 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $4 Shares 109 Est. Cost $796.31 Unrealized
IEX IDEX Corp. 0.0%
Value ($000) $4 Shares 18 Est. Cost $143.77 Unrealized +24.3%
EQIX Equinix Inc 0.0%
Value ($000) $4 Shares 5 Est. Cost $387.75 Unrealized +74.0%
ETN Eaton Corp. plc (Ireland) 0.0%
Value ($000) $4 Shares 35 Est. Cost $80.12 Unrealized +29.7%
ZTS Zoetis Inc. 0.0%
Value ($000) $4 Shares 25 Est. Cost $75.32 Unrealized +106.4%
SHW Sherwin-Williams Co. (The) 0.0%
Value ($000) $4 Shares 5 Est. Cost $178.91 Unrealized +26.7%
NOW ServiceNow, Inc. 0.0%
Value ($000) $4 Shares 7 Est. Cost $70.61 Unrealized +47.3%
ADBE Adobe Systems, Inc. 0.0%
Value ($000) $4 Shares 7 Est. Cost $370.53 Unrealized +30.4%
AMT American Tower Corporation 0.0%
Value ($000) $4 Shares 20 Est. Cost $195.10 Unrealized +2.4%
ONC BeiGene, Ltd. 0.0%
Value ($000) $3 Shares 11 Est. Cost $214.29 Unrealized
Activision Blizzard, Inc. 0.0%
Value ($000) $3 Shares 27 Est. Cost $74.07 Unrealized
BUD Anheuser-Busch Inbev SA/NV ADR 0.0%
Value ($000) $3 Shares 36 Est. Cost $55.56 Unrealized
PSX Phillips 66 0.0%
Value ($000) $3 Shares 38 Est. Cost $56.22 Unrealized -14.7%
ICE Intercontinental Exchange Group, Inc. 0.0%
Value ($000) $3 Shares 22 Est. Cost $85.46 Unrealized +13.6%
Morgan Stanley India Investment Fund Inc 0.0%
Value ($000) $3 Shares 163 Est. Cost $22.86 Unrealized
Linde plc 0.0%
Value ($000) $3 Shares 10 Est. Cost $200.00 Unrealized
CRSP CRISPR Therapeutics AG 0.0%
Value ($000) $3 Shares 17 Est. Cost $88.70 Unrealized +33.2%
Total Se 0.0%
Value ($000) $3 Shares 76 Est. Cost $39.47 Unrealized
NVO Novo Nordisk A/S ADR 0.0%
Value ($000) $3 Shares 44 Est. Cost $65.60 Unrealized
RARE Ultragenyx Pharmaceutical In 0.0%
Value ($000) $3 Shares 21 Est. Cost $93.10 Unrealized +27.4%
PODD Insulet Corp. 0.0%
Value ($000) $3 Shares 11 Est. Cost $191.17 Unrealized +29.8%
The Korea Fund Inc 0.0%
Value ($000) $3 Shares 85 Est. Cost $34.59 Unrealized
TRMB Trimble, Inc. 0.0%
Value ($000) $3 Shares 40 Est. Cost $37.50 Unrealized +53.1%
Japan Smaller Capitalization Fund Inc 0.0%
Value ($000) $3 Shares 321 Est. Cost $9.60 Unrealized
VRTX Vertex Pharmaceuticals, Inc. 0.0%
Value ($000) $3 Shares 14 Est. Cost $271.12 Unrealized -15.4%
REGN Regeneron Pharmaceuticals, Inc. 0.0%
Value ($000) $3 Shares 7 Est. Cost $564.49 Unrealized -4.9%
QSR Restaurant Brands International Inc 0.0%
Value ($000) $3 Shares 57 Est. Cost $50.43 Unrealized +15.7%
O Realty Income Corp. 0.0%
Value ($000) $3 Shares 55 Est. Cost $40.14 Unrealized +13.6%
IDXX IDEXX Labs Inc. 0.0%
Value ($000) $3 Shares 6 Est. Cost $369.71 Unrealized +21.0%
IBN ICICI Bank Ltd 0.0%
Value ($000) $3 Shares 210 Est. Cost $8.25 Unrealized
HLT Hilton, Inc 0.0%
Value ($000) $3 Shares 26 Est. Cost $73.66 Unrealized +32.8%
SLB Schlumberger Ltd 0.0%
Value ($000) $3 Shares 142 Est. Cost $15.86 Unrealized +6.5%
Seattle Genetics, In 0.0%
Value ($000) $3 Shares 18 Est. Cost $166.67 Unrealized
GDDY GoDaddy, Inc. 0.0%
Value ($000) $3 Shares 32 Est. Cost $71.82 Unrealized +9.3%
ES Eversource Energy 0.0%
Value ($000) $2 Shares 18 Est. Cost $67.21 Unrealized +8.8%
EFX Equifax, Inc. 0.0%
Value ($000) $2 Shares 11 Est. Cost $143.47 Unrealized +12.9%
Gabelli Global Small & Mid C 0.0%
Value ($000) $2 Shares 133 Est. Cost $15.04 Unrealized
Smartsheet, Inc. Cl A 0.0%
Value ($000) $2 Shares 34 Est. Cost $58.82 Unrealized
GS Goldman Sachs Group, Inc. (The) 0.0%
Value ($000) $2 Shares 7 Est. Cost $164.18 Unrealized +20.0%
The Taiwan Fund Inc 0.0%
Value ($000) $2 Shares 88 Est. Cost $22.73 Unrealized
Morgan Stanley China A Sh Fd 0.0%
Value ($000) $2 Shares 99 Est. Cost $20.20 Unrealized
UPS United Parcel Service Inc 0.0%
Value ($000) $2 Shares 11 Est. Cost $136.91 Unrealized 0.0%
IHG InterContinental Hotels Group plc ADR 0.0%
Value ($000) $2 Shares 33 Est. Cost $60.61 Unrealized
TCOM Trip.com Group Ltd ADR 0.0%
Value ($000) $2 Shares 48 Est. Cost $20.83 Unrealized
TEVA Teva Pharmaceutical Inds Ltd 0.0%
Value ($000) $2 Shares 166 Est. Cost $6.02 Unrealized
JNJ Johnson & Johnson 0.0%
Value ($000) $2 Shares 15 Est. Cost $124.24 Unrealized +2.6%
AMD Advanced Micro Devices, Inc. 0.0%
Value ($000) $2 Shares 24 Est. Cost $53.02 Unrealized +62.8%
AAPL Apple Inc 0.0%
Value ($000) $2 Shares 17 Est. Cost $105.97 Unrealized +10.4%
ADSK Autodesk, Inc. 0.0%
Value ($000) $2 Shares 7 Est. Cost $196.57 Unrealized +34.1%
LYB LyondellBasell Industries N.V. Class A 0.0%
Value ($000) $1 Shares 15 Est. Cost $40.79 Unrealized +41.0%
WEN The Wendy's Co 0.0%
Value ($000) $1 Shares 42 Est. Cost $22.78 Unrealized 0.0%